Joe Chin is a ChFC-designated registered investment advisor at Plan Financial, based in Fresno, CA, with 22 years of industry experience. Joe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 744 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Plan Financial offers investment management through several programs, each with its own fee structure:
- Standard Investment Advisory Services: A percentage of your portfolio, starting at 1.00% annually on the first $1,000,000 and decreasing to 0.15% for amounts over $7,000,000.
- Managed Accounts Program: Fees are based on the Standard Investment Advisory Services fee schedule. You'll also pay separate fees to the specialist money managers, but the combined fees will not exceed 3%.
- Custom Asset Allocation Services: A percentage of your portfolio, starting at 1.50% annually on the first $1,000,000 and decreasing to 0.15% for amounts over $10,000,000.
Location
9 E River Park Pl E, Suite 440, Fresno, CA, 93720-1530
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joe is a broker for various health insurance companies, including Blue Cross and Blue Shield. He also sells life insurance, fixed annuities, and disability insurance products from companies like Transamerica, Jackson National, and Principal.
Employment History
Current Registrations
Plan Financial
Previous Registrations
Beechwood Wealth Advisors, LLC
Kms Financial Services, INC
Park Avenue Securities LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.